Core Insights - SAIC Volkswagen is enhancing its fuel vehicle offerings with intelligent features to maintain market share in the face of rising electric vehicle adoption [1][8] - The company emphasizes a dual strategy of "oil and electricity advancing together" to cater to both fuel and electric vehicle users [8] Product Upgrades - The Pro family 2026 models, including the Tiguan L Pro, Passat Pro, and Teramont Pro, are equipped with advanced intelligent features while retaining German engineering quality [1][3] - The IQ.Pilot enhanced driving assistance system, developed in collaboration with Zhuoyue Technology, features an 8-megapixel dual-camera system that generates high-precision point clouds without relying on high-definition maps or LiDAR [4][5] - The system supports advanced functions such as automatic lane changes, recommended overtaking, intelligent obstacle avoidance, and autonomous ramp access in complex driving conditions [5] User Experience - The IQ.Pilot system is designed to closely mimic human driving logic, providing optimal assistance when drivers change routes, contrasting with the binary control models of many new entrants [5] - The system is offered for free on top-tier models, while other models require an additional cost of 5,000 yuan for the feature [5] Intelligent Cockpit Enhancements - The intelligent cockpit has been upgraded through collaboration with Baidu, integrating advanced voice interaction and personalized services [6][8] - The system can recognize multiple intents in a single command and utilize Face ID for personalized settings [6] Market Positioning - SAIC Volkswagen's approach contrasts with many new energy brands that focus on high-precision sensors and high-computing power chips aimed at achieving full autonomy [8] - The company positions its intelligent features as enhancements rather than the primary selling point, maintaining a focus on mechanical quality and reliability [8] - This strategy aims to bridge the generational gap between fuel and electric vehicles, ensuring that traditional fuel vehicles remain competitive in the evolving market [8]

Core Viewpoint - SAIC Volkswagen has launched the Pro family 2026 models, positioning them as "super smart fuel vehicles" that aim to enhance the intelligent experience of fuel vehicles, marking a transition to the 2.0 stage of fuel vehicle intelligence [1][12] Group 1: Product Overview - The Pro family 2026 models include three main models: Tiguan L Pro, Passat Pro, and Teramont Pro, all equipped with the new generation IQ.Pilot enhanced driving assistance system [3] - The IQ.Pilot system supports end-to-end high-speed NOA (Navigation on Autopilot) functionality and has undergone extensive testing to ensure safety and reliability [6] Group 2: Technological Features - The high-speed NOA system offers three core functions: automatic navigation lane changes, intelligent obstacle avoidance, and autonomous on/off ramp navigation, providing a seamless driving experience even with human intervention [6][8] - The system utilizes high-precision sensing technology, including an 8-megapixel binocular camera, to create a 360° safety perception system without relying on high-definition maps or LiDAR [8] Group 3: Intelligent Cabin Enhancements - The intelligent cabin features include a voice assistant developed in collaboration with Baidu, supporting multi-intent recognition and smart voice control [10] - The Face ID recognition system allows for automatic login and personalized settings, enhancing user experience [10] Group 4: Strategic Direction - SAIC Volkswagen adheres to the "oil-electricity co-prosperity" strategy, promoting the simultaneous development of fuel and new energy vehicles, with the Pro family 2026 models exemplifying this approach [12] - The company aims to provide a balanced intelligent experience for both fuel and new energy vehicle users, ensuring safety and adaptability to the Chinese market [12]

作者丨彭鑫 图源：上汽大众官方 这就是上汽大众倡导的"人机共驾"理念的生动体现。像一位经验老道的副驾，绝不会与用户"抢夺方向 盘"，以柔顺的协作、清晰的提示和无缝的切换，实现人机之间的默契配合。 自动导航变道让Pro家族2026款在高速行驶中能实时跟随导航路线规划，自动判断变道时机、丝滑切换 车道；推荐变道超车会在探测到前方慢车时，提前规划最优变道路径并主动安全变道，聪明而高效。 智能避障绕行在遇到静态障碍物时可快速精准识别，自动计算安全绕行路径或适时刹停，靠谱避险不用 慌。自主上下匝道则会在导航规划包含高速匝道的情况下，提前识别出/入口位置，择机主动切换车道 逐步进入匝道，并根据匝道弯道曲率和限速，自动调整车速和转向角度平稳过弯，驶出匝道后还能精准 顺畅地汇入主路，全程无需手动操控，轻松又省心，为驾驶者"减负"。 整套高快NOA能如此省心、靠谱、丝滑，源于其背后强大的技术支撑。高精度感知测距同构惯导双目 传感器搭载800万像素惯导双目摄像头，能像人眼一样观察，无需依赖高精地图和激光雷达就能生成高 精度稠密点云，构建360°全方位安全感知系统。双目增强OCC算法结合端到端算法模型，能像人脑一样 思考，显著提升 ...

从"规则驱动"到"端到端" 在同日举行的技术发布会上，上汽大众党委书记、总经理陶海龙，销售与市场执行副总经理傅强，卓驭 科技CEO沈劭劼等核心嘉宾接受《证券日报》等媒体采访，深度解读燃油车智能化的突破路径、技术逻 辑与未来规划。 9月29日，上汽大众Pro家族2026款正式上市，不仅以"上市即交付"的姿态推动燃油车智能化进入2.0阶 段，更通过"端到端高快NOA"等核心技术突破，打破行业对燃油车"不智能"的偏见。 "今年上半年，上汽大众燃油车市占率提升至近9%，稳居单一品牌第一；Pro家族三款车型贡献了总销 量的10%，其中途观L Pro在系列销量中占比达25%。"傅强在回答《证券日报》记者提问时，用数据印 证了市场认可度，而这一成绩的背后，是上汽大众构建的"燃油车黄金价值三角"——智能表现、大厂品 质与机械素质。 在成本控制上，上汽大众通过"规模效应+技术路线优化"，将原本30万元级纯电车型的高阶辅助驾驶， 下放到15万元－25万元燃油车区间。傅强表示，一方面依托燃油车现有市场规模摊薄研发成本，另一方 面选择"视觉为主+毫米波雷达辅助"的方案，避免激光雷达带来的成本激增，"顶配车型免费送高快 NOA，选装仅 ...

在领航辅助的过程中，即使进行了人为干预，功能也不会退出，而是会提供最优的辅助。比如，当车辆在高速上即将自动 下匝道时，用户临时改变主意，希望调整行车路线，只需轻扶方向盘介入，车辆会在确认意图后，在不退出辅助驾驶的情况 下，主动重新规划路线。 自动导航变道让Pro家族2026款在高速行驶中能实时跟随导航路线规划，自动判断变道时机、丝滑切换车道；推荐变道超 车会在探测到前方慢车时，提前规划最优变道路径并主动安全变道，聪明而高效。智能避障绕行在遇到静态障碍物时可快速精 准识别，自动计算安全绕行路径或适时刹停，靠谱避险不用慌。自主上下匝道则会在导航规划包含高速匝道的情况下，提前识 别出/入口位置，择机主动切换车道逐步进入匝道，并根据匝道弯道曲率和限速，自动调整车速和转向角度平稳过弯，驶出匝 道后还能精准顺畅地汇入主路，全程无需手动操控，为驾驶者"减负"。 整套高快NOA能如此省心、靠谱、丝滑，源于其背后强大的技术支撑。高精度感知测距同构惯导双目传感器搭载800万像 素惯导双目摄像头，能像人眼一样观察，不需要依赖高精地图和激光雷达就能生成高精度稠密点云，构建360°全方位安全感知 系统。双目增强OCC算法结合端到端算法 ...

Core Insights - The traditional fuel vehicle market in China has shown signs of recovery, with August sales reaching 1.074 million units, a month-on-month increase of 9.5% and a year-on-year increase of 12.9% [1] - The recovery in traditional fuel vehicle sales is attributed to strategic adjustments by manufacturers, including enhancements in product performance and pricing [1][2] - The introduction of new models and aggressive marketing strategies, including cash incentives and financing options, have contributed to the resurgence of fuel vehicles [2][4] Industry Trends - The market for traditional fuel vehicles has experienced a notable year-on-year growth in sales over the past three months, contrasting with the overall trend of decline in recent years [1] - The sales of traditional fuel vehicles in the first eight months of 2025 have only decreased by 0.3% compared to the previous year, indicating a potential stabilization in the market [1] - Major automotive brands are accelerating the upgrade of fuel vehicles, focusing on design, configuration, and smart technology to compete with the rapidly growing electric vehicle market [2][3] Technological Developments - The IQ.Pilot enhanced driving assistance system, developed in collaboration with local tech firms, is being integrated into new fuel vehicle models to improve their competitiveness [3][4] - The A5L model from Audi represents a significant advancement in fuel vehicle technology, featuring a new electronic architecture that enhances its smart capabilities [4][5] - The collaboration between Audi and Huawei in developing driving assistance technology highlights the industry's shift towards integrating advanced technology in fuel vehicles [6] Market Dynamics - Despite the rise of electric vehicles, fuel vehicles remain essential for many consumers, particularly families, and are expected to maintain a significant market share [6] - The competitive landscape for fuel vehicles is evolving, with manufacturers addressing previous shortcomings and enhancing their offerings to attract consumers [6] - The traditional fuel vehicle segment continues to be a crucial revenue source for automakers, underpinning their transition to electric mobility [6]

Core Insights - The traditional fuel vehicle market in China has shown signs of recovery, with sales in August reaching 1.074 million units, a month-on-month increase of 9.5% and a year-on-year increase of 12.9% [1] - The recovery in traditional fuel vehicle sales is attributed to strategic adjustments by manufacturers, including enhancements in product performance and pricing [1][2] - The introduction of new models and competitive pricing strategies by joint venture brands is driving the market, with significant upgrades in design, configuration, and technology [2][4] Industry Trends - The market for traditional fuel vehicles has experienced a notable year-on-year growth in sales over the past three months, contrasting with the overall trend of decline in recent years [1] - The sales of traditional fuel vehicles from January to August 2025 showed a minimal decline of 0.3% compared to the previous year, indicating a potential stabilization in the market [1] - Joint venture brands are responding to the competitive pressure from new energy vehicles by accelerating the launch of upgraded fuel models and offering various purchase incentives [2][3] Technological Developments - The IQ.Pilot enhanced driving assistance system, developed in collaboration with local technology firms, is being integrated into traditional fuel vehicles to improve their competitiveness [3][4] - The A5L model from Audi represents a significant advancement in fuel vehicle technology, featuring a new electronic architecture that enhances its smart capabilities [4][5] - The collaboration between Audi and Huawei in the development of driving assistance technology highlights a division of responsibilities, with each company focusing on its strengths [6] Market Dynamics - Despite the rapid growth of new energy vehicles, traditional fuel vehicles remain essential for many consumers, particularly families, and are expected to maintain a significant market presence [6][7] - The competitive landscape for traditional fuel vehicles is evolving, with manufacturers addressing previous shortcomings and enhancing their offerings to reclaim market share from electric vehicles [6][7]

9月9日，一汽-大众第四代速腾L于成都上市，共推300TSI时尚版、300TSI精英版和300TSI豪华版三款车型，指导价为11.49万元至13.19万元。 在一汽-大众即将达成3000万辆的历史节点，购买全新一代速腾L可限时获赠保险礼遇，并有4000元现金补贴。同时，购车还享有3年道路救援、至高8000元 置换支持等优惠。值此教师节前后，一汽-大众为教师群体送上1000元专属购车礼。 自2006年进入中国市场，速腾已历经19年，发展至第四代车型。第一代速腾（2006-2012年）基于大众PQ35平台打造，凭借德系品质与技术，迅速在国内 A+级轿车市场崭露头角，为速腾品牌扎根中国市场奠定基础，也让国内消费者初次领略德系高性能紧凑型轿车的魅力，推动中国汽车市场向高品质方向发 展。 第二代速腾（2012-2018年）基于MQB平台打造，在保持德系操控性能的同时，优化车内空间，提升了产品竞争力，进一步巩固速腾在A+级市场的地位。第 三代速腾（2018-2024年）推出速腾L车型，通过轴距加长带来更宽敞的后排空间，契合国内消费者对空间的需求，促使更多车企重视该级别车型的空间打 造。多年来，速腾收获430万用户的信赖。 ...

Core Viewpoint - The new FAW-Volkswagen model, the "Lanjing," stands out in the mid-to-large SUV market by focusing on practical value, product strength, and sincere pricing, rather than flashy features and trends [1][10] Product Features - The Lanjing is the largest SUV in the Volkswagen brand globally, measuring 5168mm in length and 2980mm in wheelbase, achieving a remarkable 87.2% "usable space rate" [3] - It offers two models priced at 269,900 yuan and 299,900 yuan, with both 6-seat and 7-seat configurations available at the same price [4] - The vehicle's design accommodates family travel, with the ability to fit two 24-inch and two 20-inch suitcases in the trunk even with the third-row seats in use [5] Powertrain - The Lanjing is equipped with the fifth-generation EA888 2.0T high-power engine, delivering a maximum power of 200kW and peak torque of 400N·m, making it the strongest 2.0T engine in the Volkswagen system [7] - The engine features advanced technologies such as an electronic water pump, lightweight pistons, low-friction coatings, and a 500bar fuel injection system, enhancing fuel efficiency and performance [7] Intelligent Features - The Lanjing includes the IQ.Pilot enhanced driving assistance system, developed in collaboration with DJI, focusing on safety and practicality with features like precise ramp navigation and complex traffic light recognition [8] - The vehicle is competitively priced, starting at 269,900 yuan, with high-end models not exceeding 300,000 yuan, offering substantial standard features without unnecessary upselling [8] Market Positioning - The Lanjing is designed specifically for Chinese families, emphasizing practical aspects such as space, power, and usability, rather than competing on technology gimmicks or efficiency alone [10]

Group 1 - The core viewpoint of the news is the launch of the new SUV model, the all-new Langjing, by FAW-Volkswagen, which features the IQ.Pilot enhanced driving assistance system, marking a significant advancement in fuel vehicle technology for family users in China [1][2] - The IQ.Pilot system enables precise maneuvers such as entering and exiting ramps, overtaking, and lane changes, while also effectively handling obstacles and traffic signals in urban settings, enhancing the overall driving experience [2] - The collaboration between FAW-Volkswagen and Shenzhen Zhuoyu Technology aims to create a seamless integration of fuel vehicles with advanced driving assistance technologies, providing a competitive edge in the automotive market [1][2] Group 2 - The IQ.Pilot system utilizes advanced technologies such as visual fusion perception and an explainable end-to-end model, allowing it to deliver a driving experience comparable to that of electric vehicles without relying on high-precision maps [2] - Zhuoyu Technology's dual-camera stereo vision system serves as the core sensor for the IQ.Pilot, enabling 3D perception and obstacle detection, thereby enhancing driving safety in challenging conditions [2] - The IQ.Pilot system recently received the A-SPICE CL2 certification from the Volkswagen system, indicating a high standard of quality control and process capability in its development [2][3]